Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top ESG Fund Managers' Favourite Global Shares
| FUND BEST IDEAS: GLOBAL SUSTAINABLE | |
| 20/06/2022 | No. Funds |
| Microsoft Corp | 9 |
| Alphabet Inc Class A | 6 |
| Thermo Fisher Scientific Inc | 6 |
| AstraZeneca PLC | 4 (+1) |
| Apple Inc | 3 |
| Linde PLC | 3 |
| Mastercard Inc Class A | 3 (+1) |
| American Water Works Co Inc | 2 (+1) |
| Danone SA | 2 (+1) |
| KDDI Corp | 2 |
| Nestle SA | 2 |
| Novartis AG | 2 (+1) |
| Novo Nordisk A/S Class B | 2 (+1) |
| Roche Holding AG | 2 |
| Taiwan Semiconductor Manufacturing Co Ltd | 2 (-1) |
| Visa Inc Class A | 2 (-1) |
| Accenture PLC Class A | 1 |
| Agilent Technologies Inc | 1 |
| AIA Group Ltd | 1 (-1) |
| Air Liquide SA | 1 (NEW) |
| Airtac International Group | 1 (NEW) |
| Alfen NV | 1 |
| American Tower Corp | 1 (NEW) |
| Anthem Inc | 1 |
| Aon PLC Class A | 1 |
| Applied Materials Inc | 1 |
| ASML Holding NV | 1 (NEW) |
| Autodesk Inc | 1 (NEW) |
| Bank of America Corp | 1 |
| Becton, Dickinson and Co | 1 |
| Brambles Ltd | 1 (NEW) |
| Cadence Design Systems Inc | 1 |
| Church & Dwight Co Inc | 1 (NEW) |
| Compagnie Financiere Richemont SA | 1 |
| Corporacion Acciona Energias Renovables SA | 1 |
| CSX Corp | 1 |
| Deere & Co | 1 (NEW) |
| Eurofins Scientific SE | 1 (NEW) |
| Fresenius Medical Care AG & Co. KGaA | 1 |
| Humana Inc | 1 |
| Iberdrola SA | 1 (NEW) |
| Icon PLC | 1 (NEW) |
| Intact Financial Corp | 1 (NEW) |
| Intuit Inc | 1 |
| IQVIA Holdings Inc | 1 |
| Keyence Corp | 1 (NEW) |
| L'Oreal SA | 1 |
| Motorola Solutions Inc | 1 |
| NVIDIA Corp | 1 (-1) |
| Ormat Technologies Inc | 1 |
| Pacira BioSciences Inc | 1 (NEW) |
| PTC Inc | 1 |
| Reckitt Benckiser Group PLC | 1 |
| RELX PLC | 1 |
| Republic Services Inc | 1 |
| Roche Holding AG Dividend Right Cert. | 1 |
| Salesforce Inc | 1 (NEW) |
| Shopify Inc Registered Shs -A- Subord Vtg | 1 |
| SVB Financial Group | 1 |
| Synopsys Inc | 1 (-1) |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 1 |
| Tesla Inc | 1 |
| The Toronto-Dominion Bank | 1 (NEW) |
| UnitedHealth Group Inc | 1 (NEW) |
| Verra Mobility Corp Class A | 1 (NEW) |
| Vestas Wind Systems A/S | 1 |
| Waste Management Inc | 1 |
| West Fraser Timber Co.Ltd | 1 (NEW) |
| Zurich Insurance Group AG | 1 |
source: Morningstar
*based on top 5 holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price: "The Chinese are a force to be reckoned with in technology"
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Roddy Snell: “I’ve rarely been so bullish on Asia”
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.
